Elevate your career as a Manager in BMO's Portfolio Management Group, driving effective client investment management and team performance. Join a dynamic workplace focused on compliance, project management, and client relations.

In this crucial managerial role at BMO Private Banking Canada, you will oversee portfolio administration and lead the team to optimize client accounts. You'll ensure proactive management and execution of investment strategies in alignment with internal benchmarks. This involves maintaining effective relationships with Investment Counselors and guiding Portfolio Associates in resolving complex issues while promoting a collaborative work atmosphere.

Key Responsibilities:



• Oversee the implementation of client investment strategies • Lead and motivate the investment management team • Execute transactions in discretionary accounts • Regularly review client account performance • Collaborate with the trading desk to enhance operations

Requirements: • CFA Charter or Canadian Investment Manager designation • Minimum 5 years in investment/financial services • Strong understanding of portfolio management principles • Proficiency in portfolio management software • Excellent communication and relationship management skills

Leverage your expertise in investment management and team leadership at BMO, driving impactful client solutions. #J-18808-Ljbffr

📌 BMO Portfolio Management Group Manager (Toronto)
🏢 BMO
📍 Toronto